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How to connect Moxie and ServiceM8
Create a New Scenario to Connect Moxie and ServiceM8
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or ServiceM8 will be your first step. To do this, click "Choose an app," find Moxie or ServiceM8, and select the appropriate trigger to start the scenario.
Add the Moxie Node
Select the Moxie node from the app selection panel on the right.
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Add the ServiceM8 Node
Next, click the plus (+) icon on the Moxie node, select ServiceM8 from the list of available apps, and choose the action you need from the list of nodes within ServiceM8.
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Authenticate ServiceM8
Now, click the ServiceM8 node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ServiceM8 settings. Authentication allows you to use ServiceM8 through Latenode.
Configure the Moxie and ServiceM8 Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Moxie and ServiceM8 Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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ServiceM8
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Moxie, ServiceM8, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Moxie and ServiceM8 integration works as expected. Depending on your setup, data should flow between Moxie and ServiceM8 (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Moxie and ServiceM8
Moxie + ServiceM8 + Slack: When a lead in Moxie is converted to a client, a new job is created in ServiceM8 and a notification is sent to a Slack channel.
ServiceM8 + Moxie + Google Sheets: When a job is completed in ServiceM8, the details are logged into a Google Sheet, and the client's status is updated in Moxie.
Moxie and ServiceM8 integration alternatives
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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About ServiceM8
Sync ServiceM8 field service data with other apps inside Latenode to automate scheduling, invoicing, and client communication. Use Latenode's visual editor to build custom workflows triggered by ServiceM8 events, avoiding manual data entry. Connect accounting, CRM, and marketing tools, extending ServiceM8's capabilities without complex coding.
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See how Latenode works
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FAQ Moxie and ServiceM8
How can I connect my Moxie account to ServiceM8 using Latenode?
To connect your Moxie account to ServiceM8 on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moxie and click on "Connect".
- Authenticate your Moxie and ServiceM8 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update ServiceM8 jobs from Moxie chats?
Yes, you can! Latenode allows you to create automated workflows, updating ServiceM8 jobs based on Moxie chat events. This streamlines operations and ensures accurate, real-time data synchronization.
What types of tasks can I perform by integrating Moxie with ServiceM8?
Integrating Moxie with ServiceM8 allows you to perform various tasks, including:
- Create new ServiceM8 jobs from Moxie chat transcripts.
- Update existing ServiceM8 job details with Moxie conversation summaries.
- Send ServiceM8 job completion notifications via Moxie chat.
- Trigger Moxie chat campaigns based on ServiceM8 job status.
- Log Moxie chat interactions as ServiceM8 job notes.
How does Latenode handle Moxie data security and privacy?
Latenode employs robust security measures, including encryption and access controls, to protect your Moxie data. We adhere to strict privacy policies.
Are there any limitations to the Moxie and ServiceM8 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between Moxie and ServiceM8 isn't supported.
- Complex ServiceM8 job dependencies might require custom JavaScript code.
- High API request volumes may be subject to Moxie and ServiceM8 rate limits.
